Ryan Detrick
Denominator Blindness
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty. Key Takeaways: Markets at All-Time Highs: Despite concerns about tariffs, …
Ryan Detrick
February 26, 2025
That Escalated Quickly
“Boy, that escalated quickly.” Ron Burgundy of Anchorman This isn’t a surprise They say the stock market takes the escalator up, but the elevator down and the past four days have sure felt like an elevator down. It feels like a long time ago, but exactly one week ago the S&P 500 was at a …
Ryan Detrick
February 26, 2025
Eggscellent Inflation or Not
Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more. Key Takeaways: The S&P 500 is near an …
Ryan Detrick
February 19, 2025
Why This Valentine’s Day Wasn’t Red, It Was Green
“There are no bad assets, only bad prices.” Howard Marks, Co-chairman of Oaktree Capital Management As of last Friday, the S&P 500 was only 0.07% away from yet another new all-time high. It is up a very solid 4.0% year to date, after gaining 23% last year and 24% in 2023. (Both were over 25% …
Ryan Detrick
February 18, 2025
Besides Tariffs, What Else Scares Us
Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the …
Ryan Detrick
February 12, 2025
Five Worries We Have That Aren’t Tariffs
“Sometimes the questions are complicated and the answers are simple.” -Dr. Seuss Yes, we’ve remained in the bullish camp for more than two years now and continue to expect 2025 to see stock gains between 12-15%, but that doesn’t mean we don’t have worries. Of course, like everyone else, tariffs are indeed a big …
Ryan Detrick
February 11, 2025
The Tariff Man is Back
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could …
Ryan Detrick
February 5, 2025
Welcome to the Worst Month of the Year in a Post-Election Year (and Why American Doesn’t Want the Eagles to Win)
“The only place success comes before work is in the dictionary.” Vince Lombardi First things first, February maybe just started, but it has already seen a great deal of volatility around tariffs. The big question I have is, Should we be surprised? It turns out that February in a post-election year is actually the worst …
Ryan Detrick
February 5, 2025
As Goes January, So Goes the Year? The Bulls Hope So.
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” Mark Twain An effect widely known as the January Barometer looks at how the S&P 500 does in January and what it may mean for the next 11 months. It is known by …
Ryan Detrick
January 31, 2025
Year of the Snake? More Like Year of the Bear
“Bulls make money, bears make money, and pigs get slaughtered.” -Old Wall Street saying We already had our New Year here in the United States, but the Chinese New Year begins today and with it brings the Year of the Snake. The snake is the sixth of the twelve-year cycle of animals that appear in the Chinese Zodiac. …
Ryan Detrick
January 29, 2025